200 W. Merritt Island Cswy.
Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730
  • E-mail address: WealthManagement@RothFinancialGroup.com
  • Twitter
  • Facebook
  • Home
  • About Us
    • Our Services
    • Our Qualifications
    • Our Location
    • Upcoming Events
    • Commercials
    • Our Associates
    • Most Common Concerns
    • Your Life Events
    • Retirement Savings Strategies
    • Retirement Income Planning
    • Estate and Inheritance Planning
    • Featured Links
    • Tell A Friend
    • Tax Preparation Package
    • Radio show
    • Roth Financial Radio Show
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

                                

 

 

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.
More Videos »

Newsletters

  • Early Retirement and Your Tax-Deferred Savings

    Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

  • Five Tips to Regain Your Retirement Savings Focus in 2021

    This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

  • Your Estate: Have You Looked at These Legal Documents Lately?

    This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, Texas, Virginia, and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck